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Motor Selection

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Motor Types and Appropriate Applications

The following section gives some idea of the applications that are particularly appropriate for each motor type, together with certain applications that are best avoided. It should be stressed that there is a wide range of applications that can be equally well met by more than one motor type, and the choice will tend to be dictated by customer preference, previous experience or compatibility with existing equipment.

Cost-conscious applications will always be worth attempting with a stepper, as it will generally be hard to beat the stepper’s price. This is particularly true when the dynamic requirements are not severe, such as “setting” type applications like positioning a guillotine back-stop or a print roller.

High-Torque, Low-Speed, continuous-duty applications are also appropriate for step motors. At low speeds, it is very efficient in terms on torque output relative to both size and input power. Microstepping can improve low-speed applications such as metering pump drive for very accurate flow control.

High-Torque, Low-Speed, continuous-duty applications suit the servo motor, and in fact, a step motor should be avoided in such applications because the high-speed losses can cause excessive motor heating. A DC motor can deliver greater continuous shaft power at high speeds than a stepper motor of the same frame size.

Short, rapid repetitive moves are the natural domain of steppers of hybrid servos due to their high torque at low speeds, good torque-to-inertia ratio and a lack of communication problems. The brushes of the DC motor can limit its potential for frequent starts, stops and direction changes.

Low-friction, mainly inertial loads can be effectively handled by the DC servo provided the start/stop duty requirements are not excessive. This type of load requires a high ratio of peak to continuous torque and in this respect the servo motor excels.

Very arduous applications with a high dynamic duty cycle or requiring very high speeds may require a brushless motor. This solution may also be dictated when maintenance-free operation is necessary.

Low-speed, high-smoothness applications are appropriate for microstepping or direct drive servos.

Applications in hazardous environments or in a vacuum may not be able to use a brush motor. Either a stepper or a brushless motor is called for, depending on the demands of the load. Bear in mind that heat dissipation may be a problem in a vacuum when the loads are excessive.

Stepper Motor Benefits

In general terms the stepper system offers the lowest-cost solution while the brushless servo provides the highest overall performance. When selecting the correct technology there are often other considerations which influence the choice, such as compatibility with existing equipment or customer preference. Some applications could be equally well served by more than one technology. The performance of a motor is strongly influenced by the type of drive and controller used and we can assist with the application to match key components to ensure the optimum performance and solution.

Lowest-cost solution

A stepper motor will always offer the lowest cost solution. If a stepper will do the job, use it.

Rugged and reliable

Steppers are mechanically very simple and apart from the bearings (in common with servos) there is nothing to deteriorate or fail.

No maintenance

There are no brushes requiring periodic checking or replacement.

Industry-standard ranges (NEMA or metric)

Steppers are produced to standard flange and shaft sizes so finding a second source is not a problem.

Few environmental constraints

A stepper may be used in just about any environment, including in a vacuum.

Inherently failsafe

Any conceivable fault within the drive prevents motion, since the current must be continually switched for continuous rotation. A brush motor is internally-commutated and can run away if continuous current is applied.

Not easily de-magnetised by excessive current

Owing to the perpendicular planes of permanent-magnet and alternating flux paths.

Inherently stable at standstill

With DC flowing in the windings the rotor will remain completely stationary. There is no tendency to jitter around an encoder or resolver position. This is useful in applications like microscope stages.

Can be stalled indefinitely without damage

There is no increase in motor current as a result of a stall or jam, therefore no risk to the motor or drive and minimum chance of mechanical damage.

High continuous torque in relation to size

Compared with a servo of the same size, a stepper can produce greater continuous torque at low speeds.

Only 4 leads required

This minimises the installed cost, particularly important in applications where connections are expensive (e.g. vacuum chambers).

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